Clearstead Advisors, LLC Portfolio Holdings

Clearstead Advisors, LLC

  • $7.4 Billion
  • Q3 2025

Clearstead Advisors, LLC has filed its 13F form on November 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $7.4 Billion distributed in 3094 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $293M, Ishares Russell 1000 Gr ETF with a value of $259M, Apple Inc. with a value of $245M, Vanguard Mid Cap ETF with a value of $205M, and Microsoft Corp with a value of $162M.

Examining the 13F form we can see an increase of $456M in the current position value, from $6.94B to 7.4B.

Clearstead Advisors, LLC is based out at Cleveland, OH

Below you can find more details about Clearstead Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $7.4 Billion
ETFs: $4.43 Billion
Technology: $908 Million
Financial Services: $508 Million
Industrials: $375 Million
Consumer Cyclical: $270 Million
Healthcare: $250 Million
Communication Services: $227 Million
Consumer Defensive: $216 Million
Other: $206 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$79.5B
$13.8 Million 0.19% of portfolio
110,499
Q3 2025 Added 5.05%
$151B
$14.2 Million 0.19% of portfolio
40,232
Q3 2025 Added 12.58%
$104B
$14.1 Million 0.19% of portfolio
213,590
Q3 2025 Added 0.58%
$453B
$14.3 Million 0.19% of portfolio
19
Q3 2025 Reduced 5.0%
$6.2B
$14 Million 0.19% of portfolio
129,510
Q3 2025 Added 0.12%
$55.6B
$14.4 Million 0.19% of portfolio
98,266
Q3 2025 Reduced 3.24%
$4.52B
$13.1 Million 0.18% of portfolio
156,318
Q3 2025 Added 118.43%
$224B
$13.3 Million 0.18% of portfolio
43,608
Q3 2025 Reduced 1.01%
$53.3B
$13 Million 0.18% of portfolio
54,909
Q3 2025 Reduced 37.53%
$306B
$12.2 Million 0.17% of portfolio
184,147
Q3 2025 Reduced 3.4%
$266B
$11.7 Million 0.16% of portfolio
41,542
Q3 2025 Reduced 1.14%
$104B
$11.6 Million 0.16% of portfolio
39,504
Q3 2025 Reduced 2.08%
$98.1B
$11.9 Million 0.16% of portfolio
69,573
Q3 2025 Added 3.92%
$328B
$11.1 Million 0.15% of portfolio
36,959
Q3 2025 Added 16.9%
$181B
$11.1 Million 0.15% of portfolio
394,823
Q3 2025 Reduced 7.69%
$14.4B
$11.5 Million 0.15% of portfolio
126,115
Q3 2025 Added 6.62%
$13.1B
$10.7 Million 0.14% of portfolio
45,272
Q3 2025 Reduced 0.58%
$140B
$10.3 Million 0.14% of portfolio
40,869
Q3 2025 Reduced 8.0%
$183B
$10.1 Million 0.14% of portfolio
35,799
Q3 2025 Added 0.36%
$235B
$9.52 Million 0.13% of portfolio
113,398
Q3 2025 Reduced 2.72%
$268B
$9.01 Million 0.12% of portfolio
53,843
Q3 2025 Added 12.38%
$317B
$8.53 Million 0.12% of portfolio
101,728
Q3 2025 Added 4.7%
$9.74B
$8.56 Million 0.12% of portfolio
488,777
Q3 2025 Reduced 0.19%
$197B
$8.98 Million 0.12% of portfolio
43,841
Q3 2025 Added 0.47%
$0
$8.61 Million 0.12% of portfolio
421,884
Q3 2025 Added 9.81%
$144B
$8.28 Million 0.11% of portfolio
18,110
Q3 2025 Reduced 11.07%
$187B
$7.85 Million 0.11% of portfolio
47,180
Q3 2025 Added 4.95%
$86.1B
$8.31 Million 0.11% of portfolio
24,003
Q3 2025 Reduced 22.87%
$170B
$7.41 Million 0.1% of portfolio
51,247
Q3 2025 Reduced 4.25%
$413B
$7.66 Million 0.1% of portfolio
148,566
Q3 2025 Added 8.51%
$49.1B
$7.69 Million 0.1% of portfolio
6,413
Q3 2025 Reduced 17.27%
$168B
$7.49 Million 0.1% of portfolio
99,264
Q3 2025 Added 7.92%
$193B
$6.74 Million 0.09% of portfolio
58,895
Q3 2025 Added 0.45%
$123B
$6.34 Million 0.09% of portfolio
12,694
Q3 2025 Reduced 4.93%
$270B
$6.31 Million 0.09% of portfolio
39,695
Q3 2025 Added 7.08%
$96.4B
$6.45 Million 0.09% of portfolio
52,137
Q3 2025 Added 0.82%
$29.2B
$5.77 Million 0.08% of portfolio
129,511
Q3 2025 Reduced 11.79%
$132B
$5.74 Million 0.08% of portfolio
27,290
Q3 2025 Reduced 11.3%
$86.7B
$6.26 Million 0.08% of portfolio
10,278
Q3 2025 Reduced 0.69%
$74.3B
$5.61 Million 0.08% of portfolio
27,944
Q3 2025 Added 4.38%
$237B
$6.12 Million 0.08% of portfolio
37,733
Q3 2025 Reduced 1.72%
$136B
$6.06 Million 0.08% of portfolio
16,388
Q3 2025 Reduced 6.9%
$159B
$6.28 Million 0.08% of portfolio
12,906
Q3 2025 Reduced 22.46%
$300B
$6.03 Million 0.08% of portfolio
17,476
Q3 2025 Reduced 5.17%
$152B
$6.12 Million 0.08% of portfolio
24,809
Q3 2025 Added 3.72%
$99.5B
$5.29 Million 0.07% of portfolio
117,220
Q3 2025 Reduced 1.46%
$37.5B
$5.04 Million 0.07% of portfolio
88,836
Q3 2025 Added 0.17%
$75.4B
$5.4 Million 0.07% of portfolio
41,128
Q3 2025 Reduced 4.34%
$98.6B
$5.29 Million 0.07% of portfolio
55,807
Q3 2025 Reduced 0.25%

Summary

  • Portfolio
  • No. of Stocks 3,094
  • Current Value $7.4 Billion
  • Prior Value $6.94 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 10, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 559 stocks
  • Additional Purchases 1,164 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 863 stocks
Track This Portfolio

Track Clearstead Advisors, LLC Portfolio

Follow Clearstead Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Clearstead Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clearstead Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email